-48.8%
ZTS vs AEIS
+162.3%
-211.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.5% | -4.3% | 0.0% |
| 7D | -7.4% | +9.5% | -16.9% | -7.7% |
| 30D | +9.9% | -17.5% | +27.4% | +10.5% |
| 3M | +10.3% | -29.3% | +39.6% | +11.6% |
| 6M | +9.2% | -34.7% | +43.9% | +10.6% |
| YTD | -32.9% | +10.7% | -43.6% | -36.5% |
| 1Y | -29.7% | +7.4% | -37.1% | -33.3% |
| All | -48.8% | +162.3% | -211.1% | -59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AEIS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling